Asset Appearances
Crypto - Comments
Tough to Overlook Crypto's Strong Rebound: QRA, FOMC, and PWG Report Update
DISCUSSED IN TODAY'S VIDEO:QRA: No hawkish or dovish surprises. Treasury will maintain coupon auction sizes, favor bill issuance, and double the frequency of long-end buybacks. The...
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Crypto - Comments
Crypto in Holding Pattern, We Still Think It Resolves Higher from Here
Discussed in today's video:MARKET IN WAIT-AND-SEE MODE: Crypto drifted modestly lower today, but not in a way that suggests meaningful weakness. Investors appear to be...
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Crypto - Comments
BTC Shrugs Off Whale Supply, but Eyes Turn to Treasury
Discussed in today's video:BTC SUPPLY OVERHANG ABSORBED: The market digested 80,000 BTC from a Satoshi-era whale, removing a key short-term headwind and confirming strong demand...
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Crypto - Comments
Constructive Setup Persists Amid Low Volatility and Robust Inflows
Discussed in today's video:VIX, MOVE, and high-yield spreads are all back to levels last seen in February. While some may read this as a sign...
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Crypto - Comments
Negative Seasonality Looms, But Liquidity Signals Remain Positive, SOL Rotation Intensifies
Discussed in today's video:BTC enters a seasonally weak period from mid-August to September.But liquidity conditions remain favorable, as Treasury has not yet begun replenishing the...
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Crypto - Comments
SOL Rotation Confirmed, Froth Builds, but ETH Inflows Support Rally
Discussed in today's video:SOLANA STRENGTH: Capital sidelined for the PUMP token appears to be rotating back into SOL, which is outperforming both absolutely and relative...
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Crypto - Comments
Tough to Overlook Crypto's Strong Rebound: QRA, FOMC, and PWG Report Update
DISCUSSED IN TODAY'S VIDEO:QRA: No hawkish or dovish surprises. Treasury will maintain coupon auction sizes, favor bill issuance, and double the frequency of long-end buybacks. The...
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Crypto - Comments
Crypto in Holding Pattern, We Still Think It Resolves Higher from Here
Discussed in today's video:MARKET IN WAIT-AND-SEE MODE: Crypto drifted modestly lower today, but not in a way that suggests meaningful weakness. Investors appear to be...
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Crypto - Comments
BTC Shrugs Off Whale Supply, but Eyes Turn to Treasury
Discussed in today's video:BTC SUPPLY OVERHANG ABSORBED: The market digested 80,000 BTC from a Satoshi-era whale, removing a key short-term headwind and confirming strong demand...
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Crypto - Comments
Constructive Setup Persists Amid Low Volatility and Robust Inflows
Discussed in today's video:VIX, MOVE, and high-yield spreads are all back to levels last seen in February. While some may read this as a sign...
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Crypto - Comments
Negative Seasonality Looms, But Liquidity Signals Remain Positive, SOL Rotation Intensifies
Discussed in today's video:BTC enters a seasonally weak period from mid-August to September.But liquidity conditions remain favorable, as Treasury has not yet begun replenishing the...
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Crypto - Comments
SOL Rotation Confirmed, Froth Builds, but ETH Inflows Support Rally
Discussed in today's video:SOLANA STRENGTH: Capital sidelined for the PUMP token appears to be rotating back into SOL, which is outperforming both absolutely and relative...
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Crypto - Comments
Tough to Overlook Crypto's Strong Rebound: QRA, FOMC, and PWG Report Update
DISCUSSED IN TODAY'S VIDEO:QRA: No hawkish or dovish surprises. Treasury will maintain coupon auction sizes, favor bill issuance, and double the frequency of long-end buybacks. The...
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Crypto - Comments
Crypto in Holding Pattern, We Still Think It Resolves Higher from Here
Discussed in today's video:MARKET IN WAIT-AND-SEE MODE: Crypto drifted modestly lower today, but not in a way that suggests meaningful weakness. Investors appear to be...
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Crypto - Comments
BTC Shrugs Off Whale Supply, but Eyes Turn to Treasury
Discussed in today's video:BTC SUPPLY OVERHANG ABSORBED: The market digested 80,000 BTC from a Satoshi-era whale, removing a key short-term headwind and confirming strong demand...
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Crypto - Comments
Constructive Setup Persists Amid Low Volatility and Robust Inflows
Discussed in today's video:VIX, MOVE, and high-yield spreads are all back to levels last seen in February. While some may read this as a sign...
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Crypto - Comments
Negative Seasonality Looms, But Liquidity Signals Remain Positive, SOL Rotation Intensifies
Discussed in today's video:BTC enters a seasonally weak period from mid-August to September.But liquidity conditions remain favorable, as Treasury has not yet begun replenishing the...
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Crypto - Comments
SOL Rotation Confirmed, Froth Builds, but ETH Inflows Support Rally
Discussed in today's video:SOLANA STRENGTH: Capital sidelined for the PUMP token appears to be rotating back into SOL, which is outperforming both absolutely and relative...
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